Financial Advisor at SWMG

SWMGTitle: Financial AdvisorSubtitle: Financial Advisor (Servicing Advisor)Job DetailsTime: Full Time Position with expected 40 hours per week in Fort Worth officeSalary and bonus - $100k to $125K plus production bonus plus revenue growth bonusDress Code: Business ProfessionalHours: Monday-Thursday: 8am-5pm & Friday: 8am-4pmBenefits: Medical Dental Vision Disability Life PTO 401k with matchAre you a veteran advisor with a track record for providing advice to high net worth clients Do you have a passion for financial planning and investing If yes keep reading...Established financial planning and investment firm is looking for a seasoned financial advisor to service its existing client base. This extraordinary person would be extremely personable charming a natural teacher and a dynamic speaker/presenter. They should exhibit the highest integrity and a reputation for putting the client first. This career path offers unlimited income and career growth potential. Strittmatter Wealth offers a Financial Advisor Career Path unmatched in the industry.Job Duties and ResponsibilitiesMeet with existing clients for investment update and financial planning review meetingsEach client has a lead advisor and a servicing advisor. The client meets twice a year once with the lead advisor and once with the servicing advisor. Meet with new clients to assist lead advisor in providing financial planning services Manage the financial planning process from start to finish for each client including:Prepare financial plans using eMoney and other financial planning softwareCreate customized financial recommendationsPrepare investment recommendationsPresent recommendations to clientsConduct research as needed related to assigned client casesParticipate in the coordination of daily trading and reviewing daily completed tasksEnsure compliance notation is adhered toAssist in marketing materials developmentPrepare and present webinars and seminarsPrepare trackers weeklyWrite or update policies and procedures weeklyPerform other duties and responsibilities as assignedJob RequirementsMinimum of 10 years of financial planning experience in a client facing roleCERTIFIED FINANCIAL PLANNER (CFP) designation is a plusSeries 65 license needed if you do not have CFPLife and Health Insurance licensedBachelors degree or higher-level degreeSales TrainingKnowledge of economic and accounting principles and practices financial markets investments and insurance-based productsKnowledge of concepts and regulations related to financial planningKnowledge of financial related technology software planning tools and presentationsMS Excel Word Outlook and PowerPoint proficiency to produce presentations correspondence electronic communication; maintain spreadsheets and databasesSkills NecessaryStrong organization and time management skills to prioritize workload handle multiple tasks and meet deadlinesAbility to present complex topics an easy to understand languageDetail oriented to ensure quality standards are met without impairing workflowSkill in following up to ensure resolution and completion of tasksAbility to produce presentations correspondence; maintain spreadsheets and databasesAbility to incorporate the financial needs and goals of a client into a succinct professional presentation outlining their optionsRead and interpret technical and legal documents; apply the information as appropriateProvide a high level of customer service in a calm courteous and professional mannerAbility to work independently as well as collaboratively within a team environmentSoftware used:Outlook emailRedtail CRMMicrosoft Office 365 (Word/ Excel/ PowerPoint/ Teams)Google Suite (Doc Sheets Forms)Industry specific software (Morningstar eMoney Nitrogen and Pershing 360)Mission Statement:To enrich educate and advance our clients lives by providing quality investment and planning adviceProvide the best in class total wealth management services and experienceTo uphold our fiduciary promise by putting our clients interest above our ownCompany Goals:Grow revenue by 30-50% per year Grow sales force by 50% per yearExpand offering to new verticals each yearProvide advanced planning strategies to high net worth clientsCompany Values:To Learn more about our company values go to Strittmatter Brochure:To learn more about what Strittmatter has to offer download our Why Strittmatter For My Career Brochure at: By CLICKING HERE We look forward to meeting you! Other Services ProvidedFinancial Education Classes taught in many colleges throughout metroplexRIA AcquisitionBusiness planning and brokerageReal Estate Brokerage Investing Property ManagementRecruitingRequired Experience:Unclear Seniority Key Skills Business Development,Estate Law,Sales Experience,Trusts,Wealth Management,Financial Services,Investment Experience,Military Experience,Securities Law,Customer relationship management,Financial Planning,Wills Employment Type : Advisor Experience: years Vacancy: 1 Yearly Salary Salary: 100000 - 125000